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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,554 | $154,159-91.9% | $130,026-90.3% | $139,456-91.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -11.78% | 32.50%-44.3pp | -137.26%+125.5pp | 373.45%-385.2pp |
| Employer contribution / active EE | $4,330 | $5,292-18.2% | $4,321+0.2% | $4,753-8.9% |
| Participant deferral / active EE | $4,330 | $6,710-35.5% | $5,821-25.6% | $6,711-35.5% |
| Admin fee / account holder | $520 | $14,001-96.3% | $10,608-95.1% | $11,407-95.4% |